Copying and Moving Locations in Underwriting Contract Mode

Copying and moving locations in Underwriting Contract Mode.

Procedure

To copy or move a location or multiple locations:

  1. Open the contract list.
  2. Open the contract that contains the location or locations that you want to copy or move.
  3. In the Contract pane, click Contract Details.
  4. On the Locations tab, highlight the location or locations that you want to copy or move.
  5. Click Copy/Move.

    The Copy/Move Locations To dialog box appears.

  6. Select Copy or Move.
  7. Select the default exposure database and exposure set for your business unit.

    System administrators set underwriting defaults in the Global Defaults section of the Administration Console.

  8. Enter a new contract ID.

    You cannot copy or move locations to an existing contract.

  9. [Optional] Select Close on Copy/Move.
  10. Click OK.

    When Touchstone completes the copy or move operation, the Copy/Move done message appears.

  11. Click OK or Cancel to close the dialog box.